FIS Courses

Course Description

Course Description To Register
Introduction to Finance and Minerva (OLC - FIS 401) Course Overview:
  • Structure of the Chart of Accounts
  • Differences between "Funds" and "Grants"
  • How to obtain an up-to-the-minute balance using Minerva
  • How to obtain your financial statements
  • How to retrieve background information on financial transactions
  • Overview of Minerva > Finance (Fund) Administration menu options
  • Overview of McGill Market Place (MMP)
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Navigation of the Finance Accounts Receivable Billing Module (OLC - FIS 420)

Course Overview:

  • Finance Accounts Receivable (AR) & Billing Department's Responsibilities
  • Request for Detail Code
  • Request for AR Code
  • Request for AR Client ID via Purchase Order (PO)
  • Billing Methods
  • And more...
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Processing Financial Transactions (OLC - FIS 430) Course Overview:
  • Query fund balances, budget summaries and financial documents;
  • Approve or disapprove certain documents requiring electronic approval;
  • Query financial and non-financial information for fund codes and related characteristics;
  • Process standard transactions such as deposits, inter-departmental charges, and intra-fund journals.
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Processing Expenditure & Fund Transfers (OLC - FIS 439) Course Overview:
  • Definitions of the terms "Journal", "Adjustment", and "Transfer" and other related terminology
  • Information on the different types of transfers and when to use them
  • Information on the anatomy of a proper journal entry
  • Introduction to related financial guidelines and procedures
  • How to analyze scenarios and determine the appropriate types of transfer and the proper use of account codes
  • How to create a journal entry
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Introduction to Accounts Payable (OLC - FIN 440) Course Overview:
  • Provide you with an understanding of the process of payment of invoices on purchase orders and payment requests.
  • Demonstrate how to query invoices in Minerva and Banner.
  • Provide you with an overview of sales taxes charged on invoices processed via Accounts Payable and the available payment methods. 
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Advances and Expense Reports (OLC - FIN 450)

Course Overview:

  • Policy Introduction
  • Roles & Responsibilities
  • Before you travel
  • Advances
  • Expense Reports
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FST Advances and Expense Reports (OLC - FIN 451) Course Overview: This course covers the role of the FST in the advances and expense reports process. Log in to Minerva > Employee menu > Training menu > IT Services System Training menu > Online Training
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